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    Add a Non-Advancial Account

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    • Select Add a Non-Advancial Account
    Screenshot with a red arrow pointing to the "Add a Non-Advancial Account" button
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    • Complete the required fields
    • Select Save & Validate
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    Two trial deposits will be sent to the non-Advancial account within 1-2 business days

    • The non-Advancial account will have 30 days to confirm the trial deposit amounts and be validated.
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    When trial deposits have been received in that non-Advancial account, they will need to be verified.

    • Navigate to Make a Transfer:
      • Move Money > Make a Transfer
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    • At the bottom of the New Transfer screen:
      • Select the Manage Non-Advancial Accounts tab
    • Under Status, click Verify 
    • Input the two trial deposit amounts
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    • Under Non-Advancial Accounts, select Add Non-Advancial Account
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    • Complete the required fields
    • Select Save
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    • Navigate to Transfers 
      • Move Money > Transfers
    • Select Manage Non-Advancial Accounts
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    The non-Advancial account will be sent two trial deposits (typically under $1.00 and within 1-2 business days).

    Add Trial Deposit Amounts:

    • Select Verify and type in the trial deposit amounts in the correct format (there will be instructions on the top of the screen)
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